Create new contact in AFrame from new deal in Follow Up Boss, and find existing contact

Create new contacts in AFrame when a deal is initiated in Follow Up Boss. Capture and organize all relevant contact information and deal details for faster onboarding and improved client management.

Create new contact in AFrame from new deal in Follow Up Boss, and find existing contact

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Overview

Create new contacts in AFrame when a deal is initiated in Follow Up Boss. Capture and organize all relevant contact information and deal details for faster onboarding and improved client management.

Create new contact in AFrame from new deal in Follow Up Boss, and find existing contact